Don’t Count on the Fed to Rescue The US economy
Trump’s full-frontal assault on free trade is nothing short of breathtaking—for its scope, its scale, and its wilful lack of nuance. The average tariff is...
Category: MARKETS
Investors Flee to Treasuries as Trump’s Trade Tantrum Tips the World Towards Stagflation
Shell-shocked investors are stampeding into US Treasuries, desperate for shelter from the economic whirlwind unleashed by President Donald Trump’s latest round of tariff diplomacy. This...
Trump’s Tariff Crusade: When Protectionism Dresses Up as Patriotism
For a fleeting moment, Wall Street dared to hope that President Donald Trump’s tariff threats were little more than theatrical posturing. Then came Wednesday’s Rose...
The Return of the Bond: Why Tariffs, Tumult and Trump Are Tilting the Yield Curve
As the global trade war escalates, the spectre of a sudden slowdown in US growth is no longer just dinner-party chatter—it’s gripping financial markets and...
From Global Champion to Customs Collector: America’s Protectionist Renaissance
Nearly a century ago, the United States passed a notorious tariff law that plunged the world into a trade war and prolonged the Great Depression....
America’s Debt Time Bomb
The Congressional Budget Office (CBO) has once again sounded the alarm, warning that the federal government might run out of money to pay all its...
Trump’s ‘Liberation Day’: The Return of Economic Imperialism in Full Swing
President Donald Trump has escalated his economic warfare, signing a proclamation imposing a 25% tariff on imported automobiles. The move is the latest salvo in...
Where does the US economy stand?
US economic data is currently doing a rather impressive job of contradicting itself, sparking fierce debate over whether President Donald Trump’s delightful mix of trade...
From Growth Euphoria to Recession Fears in Record Time
Only weeks ago, market analysts debated whether the U.S. economy would accelerate under Trump’s tax-slashing, protectionist agenda. Now, suddenly, the dreaded R-word (recession, not ‘Republican...